@open-mercato/core 0.6.6-develop.6515.1.01911d00e2 → 0.6.6-develop.6519.1.bdc91fb755

package/src/modules/customers/components/detail/ActivitiesCard.tsx

@@ -10,6 +10,7 @@ import { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
 import { ActivitiesDayStrip } from './ActivitiesDayStrip'
 import { ActivitiesAddNewMenu, type ActivityKind } from './ActivitiesAddNewMenu'
 import type { InteractionSummary } from './types'
+import { isOpenInteractionStatus } from '../../lib/interactionStatus'
 import { createLogger } from '@open-mercato/shared/lib/logger'
 
 const logger = createLogger('customers')
@@ -71,7 +72,7 @@ function isOverdue(activity: InteractionSummary, now: Date): boolean {
   if (!scheduled) return false
   const date = new Date(scheduled)
   if (Number.isNaN(date.getTime())) return false
-  return date.getTime() < now.getTime() && activity.status !== 'done'
+  return date.getTime() < now.getTime() && isOpenInteractionStatus(activity.status)
 }
 
 // Visible window for the day-strip + activity list. Mirrors `VISIBLE_DAYS = 5`
@@ -256,7 +257,7 @@ function PlannedEventRow({ activity, onClick, entityCompanyName, t }: PlannedEve
   const validDate = !Number.isNaN(date.getTime())
   const Icon = TYPE_ICONS[activity.interactionType] ?? Users
   const duration = typeof activity.duration === 'number' && activity.duration > 0 ? activity.duration : null
-  const overdue = validDate && date.getTime() < Date.now() && activity.status !== 'done'
+  const overdue = validDate && date.getTime() < Date.now() && isOpenInteractionStatus(activity.status)
   const typeLabel = labelForType(activity.interactionType, t)
   const subtitleSuffix = activity.dealTitle ?? entityCompanyName ?? null
   const subtitle = subtitleSuffix ? `${typeLabel} · ${subtitleSuffix}` : typeLabel

package/src/modules/customers/components/detail/ActivityCard.tsx

@@ -10,6 +10,7 @@ import { apiCallOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
 import { useT } from '@open-mercato/shared/lib/i18n/context'
 import { cn } from '@open-mercato/shared/lib/utils'
 import type { InteractionSummary } from './types'
+import { isOpenInteractionStatus } from '../../lib/interactionStatus'
 import { ActivityAiActions } from './ActivityAiActions'
 import { EmailCardActions, type EmailCardWidgetData } from './EmailCardActions'
 import { createLogger } from '@open-mercato/shared/lib/logger'
@@ -200,7 +201,7 @@ export function ActivityCard({ activity, onOpen, onChanged, runMutation }: Activ
           </div>
 
           <div className="flex items-center gap-1.5">
-            {activity.status === 'planned' ? (
+            {isOpenInteractionStatus(activity.status) ? (
               <Button
                 type="button"
                 variant="default"

package/src/modules/customers/components/detail/ActivityTimeline.tsx

@@ -6,6 +6,7 @@ import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
 import { Button } from '@open-mercato/ui/primitives/button'
 import { AiActionChips } from './AiActionChips'
 import type { InteractionSummary } from './types'
+import { isOpenInteractionStatus } from '../../lib/interactionStatus'
 
 const TYPE_ICONS: Record<string, React.ComponentType<{ className?: string }>> = {
   call: Phone,
@@ -83,7 +84,7 @@ function TimelineEntry({
   const TypeIcon = TYPE_ICONS[activity.interactionType]
   const title = activity.title ?? activity.body ?? activity.interactionType
   const duration = activity.duration ? ` (${activity.duration} min)` : ''
-  const isPlanned = activity.status === 'planned'
+  const isOpen = isOpenInteractionStatus(activity.status)
   const [markingDone, setMarkingDone] = React.useState(false)
 
   const handleMarkDone = React.useCallback(async (event: React.MouseEvent | React.KeyboardEvent) => {
@@ -127,7 +128,7 @@ function TimelineEntry({
             <span className="block text-[12px] font-semibold leading-tight text-foreground">
               {title}{duration}
             </span>
-            {isPlanned && onMarkDone ? (
+            {isOpen && onMarkDone ? (
               <Button
                 type="button"
                 variant="default"

package/src/modules/customers/components/detail/TaskDialog.tsx

@@ -14,9 +14,11 @@ export type TaskDialogProps = {
   onSubmit: (payload: TaskFormPayload) => Promise<void>
   isSubmitting?: boolean
   contextMessage?: string
+  /** Forwarded to TaskForm to gate the rich status picker to the canonical interactions path. */
+  useCanonicalInteractions?: boolean
 }
 
-export function TaskDialog({ open, mode, onOpenChange, initialValues, onSubmit, isSubmitting, contextMessage }: TaskDialogProps) {
+export function TaskDialog({ open, mode, onOpenChange, initialValues, onSubmit, isSubmitting, contextMessage, useCanonicalInteractions = false }: TaskDialogProps) {
   const t = useT()
 
   const dialogTitle =
@@ -49,6 +51,7 @@ export function TaskDialog({ open, mode, onOpenChange, initialValues, onSubmit,
           onSubmit={handleSubmit}
           onCancel={handleCancel}
           isSubmitting={isSubmitting}
+          useCanonicalInteractions={useCanonicalInteractions}
         />
       </DialogContent>
     </Dialog>

package/src/modules/customers/components/detail/TaskForm.tsx

@@ -1,14 +1,34 @@
 "use client"
 
 import * as React from 'react'
-import { CrudForm, type CrudField, type CrudFormGroup } from '@open-mercato/ui/backend/CrudForm'
+import {
+  CrudForm,
+  type CrudCustomFieldRenderProps,
+  type CrudField,
+  type CrudFormGroup,
+} from '@open-mercato/ui/backend/CrudForm'
 import { Button } from '@open-mercato/ui/primitives/button'
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectItemLeading,
+  SelectTrigger,
+  SelectTriggerLeading,
+  SelectValue,
+} from '@open-mercato/ui/primitives/select'
+import {
+  renderDictionaryColor,
+  renderDictionaryIcon,
+} from '@open-mercato/core/modules/dictionaries/components/dictionaryAppearance'
 import { collectCustomFieldValues } from '@open-mercato/ui/backend/utils/customFieldValues'
 import { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'
 import { useT } from '@open-mercato/shared/lib/i18n/context'
+import { useOrganizationScopeVersion } from '@open-mercato/shared/lib/frontend/useOrganizationScope'
 import { CUSTOMER_INTERACTION_ENTITY_ID } from '../../lib/interactionCompatibility'
 import type { TaskFormPayload } from './hooks/usePersonTasks'
 import { normalizeCustomFieldSubmitValue } from './customFieldUtils'
+import { useCustomerDictionary } from './hooks/useCustomerDictionary'
 
 export type TaskFormProps = {
   mode: 'create' | 'edit'
@@ -19,6 +39,12 @@ export type TaskFormProps = {
   cancelLabel?: string
   isSubmitting?: boolean
   formEntityId?: string
+  /**
+   * Render the rich, dictionary-backed status picker only on the canonical interactions path.
+   * On the legacy path the deprecated `/api/customers/todos` bridge round-trips a task through a
+   * binary done/not-done shape, so non-binary statuses cannot persist — keep the done checkbox there.
+   */
+  useCanonicalInteractions?: boolean
 }
 
 export function TaskForm({
@@ -30,81 +56,43 @@ export function TaskForm({
   cancelLabel,
   isSubmitting = false,
   formEntityId = CUSTOMER_INTERACTION_ENTITY_ID,
+  useCanonicalInteractions = false,
 }: TaskFormProps) {
   const t = useT()
   const containerRef = React.useRef<HTMLDivElement | null>(null)
+  const scopeVersion = useOrganizationScopeVersion()
+  const statusDictionary = useCustomerDictionary('interaction-statuses', scopeVersion)
 
-  const fields = React.useMemo<CrudField[]>(() => {
+  const statusOptions = React.useMemo<TaskStatusOption[]>(() => {
+    const entries = statusDictionary.data?.entries ?? []
+    if (entries.length > 0) {
+      return entries.map((entry) => ({
+        value: entry.value,
+        label: entry.label,
+        color: entry.color ?? null,
+        icon: entry.icon ?? null,
+      }))
+    }
+    // Fallback to the canonical seeded set until the dictionary loads (or for existing
+    // tenants whose interaction-statuses dictionary has not been backfilled yet).
     return [
-      {
-        id: 'title',
-        label: t('customers.people.detail.tasks.fields.title', 'Title'),
-        type: 'text',
-        required: true,
-        placeholder: t('customers.people.detail.tasks.fields.titlePlaceholder', 'Task title'),
-      },
-      {
-        id: 'scheduledAt',
-        label: t('customers.people.detail.tasks.fields.scheduledAt', 'Scheduled for'),
-        type: 'datetime',
-        placeholder: t('customers.people.detail.tasks.fields.scheduledAtPlaceholder', 'Choose a date and time'),
-      },
-      {
-        id: 'priority',
-        label: t('customers.people.detail.tasks.fields.priority', 'Priority'),
-        type: 'number',
-        placeholder: t('customers.people.detail.tasks.fields.priorityPlaceholder', '0-100'),
-      },
-      {
-        id: 'description',
-        label: t('customers.people.detail.tasks.fields.description', 'Description'),
-        type: 'textarea',
-        placeholder: t('customers.people.detail.tasks.fields.descriptionPlaceholder', 'Add context, outcome, or follow-up notes'),
-        layout: 'full',
-      },
-      {
-        id: 'is_done',
-        label: t('customers.people.detail.tasks.fields.done', 'Mark as done'),
-        type: 'checkbox',
-      },
+      { value: 'planned', label: t('customers.interactions.status.planned', 'Planned') },
+      { value: 'in_progress', label: t('customers.interactions.status.in_progress', 'In progress') },
+      { value: 'waiting', label: t('customers.interactions.status.waiting', 'Waiting / blocked') },
+      { value: 'done', label: t('customers.interactions.status.done', 'Done') },
+      { value: 'canceled', label: t('customers.interactions.status.canceled', 'Canceled') },
     ]
-  }, [t])
+  }, [statusDictionary.data, t])
 
-  const groups = React.useMemo<CrudFormGroup[]>(() => {
-    return [
-      {
-        id: 'details',
-        title: t('customers.people.detail.tasks.form.details', 'Task details'),
-        column: 1,
-        fields: ['title', 'scheduledAt', 'description'],
-      },
-      {
-        id: 'status',
-        title: t('customers.people.detail.tasks.form.status', 'Status'),
-        column: 2,
-        fields: ['priority', 'is_done'],
-      },
-      {
-        id: 'attributes',
-        title: t('customers.people.detail.tasks.form.customFields', 'Task attributes'),
-        column: 1,
-        kind: 'customFields',
-      },
-      {
-        id: 'tips',
-        title: t('customers.people.detail.tasks.form.tips', 'Tips'),
-        column: 2,
-        component: () => (
-          <div className="text-sm text-muted-foreground">
-            {t(
-              'customers.people.detail.tasks.form.tipsBody',
-              'Tasks save independently from the main customer form. Use clear titles like "Follow up call" or "Send pricing deck".',
-            )}
-          </div>
-        ),
-      },
-    ]
-  }, [t])
+  const fields = React.useMemo<CrudField[]>(
+    () => buildTaskFormFields({ useCanonicalInteractions, statusOptions, t }),
+    [statusOptions, t, useCanonicalInteractions],
+  )
+
+  const groups = React.useMemo<CrudFormGroup[]>(
+    () => buildTaskFormGroups({ useCanonicalInteractions, t }),
+    [t, useCanonicalInteractions],
+  )
 
   const resolvedSubmitLabel =
     submitLabel ??
@@ -136,6 +124,14 @@ export function TaskForm({
     [onSubmit, t],
   )
 
+  // On create, default the canonical status select to `planned` so the dropdown is never empty.
+  // The legacy path has no status field (just the done checkbox), so it needs no default.
+  const resolvedInitialValues = React.useMemo<Record<string, unknown> | undefined>(() => {
+    if (mode !== 'create') return initialValues
+    if (useCanonicalInteractions) return { status: 'planned', ...(initialValues ?? {}) }
+    return initialValues
+  }, [initialValues, mode, useCanonicalInteractions])
+
   return (
     <div ref={containerRef} onKeyDown={handleKeyDown}>
       <CrudForm
@@ -143,7 +139,7 @@ export function TaskForm({
         entityId={formEntityId}
         fields={fields}
         groups={groups}
-        initialValues={initialValues}
+        initialValues={resolvedInitialValues}
         submitLabel={resolvedSubmitLabel}
         onSubmit={handleSubmit}
         extraActions={
@@ -156,6 +152,150 @@ export function TaskForm({
   )
 }
 
+type TaskFormTranslator = (key: string, fallback?: string) => string
+
+type TaskStatusOption = { value: string; label: string; color?: string | null; icon?: string | null }
+
+type TaskStatusSelectProps = CrudCustomFieldRenderProps & {
+  options: TaskStatusOption[]
+  placeholder: string
+}
+
+// Dictionary-backed status picker that surfaces each status's icon + color (the dictionary
+// "appearance") next to its label, both in the dropdown rows and the trigger. CrudForm's generic
+// `select` renders label-only text, so the canonical status field uses this custom renderer instead.
+function TaskStatusSelect({ id, value, setValue, disabled, options, placeholder }: TaskStatusSelectProps) {
+  const stringValue = typeof value === 'string' ? value : ''
+  const activeOption = options.find((option) => option.value === stringValue) ?? null
+  return (
+    <Select
+      value={stringValue}
+      onValueChange={(next) => setValue(next || undefined)}
+      disabled={disabled}
+    >
+      <SelectTrigger id={id} data-crud-focus-target="">
+        {activeOption && (activeOption.icon || activeOption.color) ? (
+          <SelectTriggerLeading>
+            {renderDictionaryIcon(activeOption.icon, 'h-4 w-4')}
+            {renderDictionaryColor(activeOption.color, 'h-3.5 w-3.5 rounded-full')}
+          </SelectTriggerLeading>
+        ) : null}
+        <SelectValue placeholder={placeholder}>{activeOption?.label}</SelectValue>
+      </SelectTrigger>
+      <SelectContent>
+        {options.map((option) => (
+          <SelectItem key={option.value} value={option.value}>
+            {option.icon || option.color ? (
+              <SelectItemLeading>
+                {renderDictionaryIcon(option.icon, 'h-4 w-4')}
+                {renderDictionaryColor(option.color, 'h-3.5 w-3.5 rounded-full')}
+              </SelectItemLeading>
+            ) : null}
+            {option.label}
+          </SelectItem>
+        ))}
+      </SelectContent>
+    </Select>
+  )
+}
+
+export function buildTaskFormFields(options: {
+  useCanonicalInteractions: boolean
+  statusOptions: TaskStatusOption[]
+  t: TaskFormTranslator
+}): CrudField[] {
+  const { useCanonicalInteractions, statusOptions, t } = options
+  // Canonical path: dictionary-backed rich status picker. Legacy path: the binary done checkbox,
+  // because the deprecated todos bridge cannot persist non-binary statuses on read-back.
+  const statusField: CrudField = useCanonicalInteractions
+    ? {
+        id: 'status',
+        label: t('customers.people.detail.tasks.fields.status', 'Status'),
+        type: 'custom',
+        component: (props) => (
+          <TaskStatusSelect
+            {...props}
+            options={statusOptions}
+            placeholder={t('customers.people.detail.tasks.fields.statusPlaceholder', 'Select a status')}
+          />
+        ),
+      }
+    : {
+        id: 'is_done',
+        label: t('customers.people.detail.tasks.fields.done', 'Mark as done'),
+        type: 'checkbox',
+      }
+  return [
+    {
+      id: 'title',
+      label: t('customers.people.detail.tasks.fields.title', 'Title'),
+      type: 'text',
+      required: true,
+      placeholder: t('customers.people.detail.tasks.fields.titlePlaceholder', 'Task title'),
+    },
+    {
+      id: 'scheduledAt',
+      label: t('customers.people.detail.tasks.fields.scheduledAt', 'Scheduled for'),
+      type: 'datetime',
+      placeholder: t('customers.people.detail.tasks.fields.scheduledAtPlaceholder', 'Choose a date and time'),
+    },
+    {
+      id: 'priority',
+      label: t('customers.people.detail.tasks.fields.priority', 'Priority'),
+      type: 'number',
+      placeholder: t('customers.people.detail.tasks.fields.priorityPlaceholder', '0-100'),
+    },
+    {
+      id: 'description',
+      label: t('customers.people.detail.tasks.fields.description', 'Description'),
+      type: 'textarea',
+      placeholder: t('customers.people.detail.tasks.fields.descriptionPlaceholder', 'Add context, outcome, or follow-up notes'),
+      layout: 'full',
+    },
+    statusField,
+  ]
+}
+
+export function buildTaskFormGroups(options: {
+  useCanonicalInteractions: boolean
+  t: TaskFormTranslator
+}): CrudFormGroup[] {
+  const { useCanonicalInteractions, t } = options
+  return [
+    {
+      id: 'details',
+      title: t('customers.people.detail.tasks.form.details', 'Task details'),
+      column: 1,
+      fields: ['title', 'scheduledAt', 'description'],
+    },
+    {
+      id: 'status',
+      title: t('customers.people.detail.tasks.form.status', 'Status'),
+      column: 2,
+      fields: ['priority', useCanonicalInteractions ? 'status' : 'is_done'],
+    },
+    {
+      id: 'attributes',
+      title: t('customers.people.detail.tasks.form.customFields', 'Task attributes'),
+      column: 1,
+      kind: 'customFields',
+    },
+    {
+      id: 'tips',
+      title: t('customers.people.detail.tasks.form.tips', 'Tips'),
+      column: 2,
+      component: () => (
+        <div className="text-sm text-muted-foreground">
+          {t(
+            'customers.people.detail.tasks.form.tipsBody',
+            'Tasks save independently from the main customer form. Use clear titles like "Follow up call" or "Send pricing deck".',
+          )}
+        </div>
+      ),
+    },
+  ]
+}
+
 export function buildTaskSubmitPayload(values: Record<string, unknown>, t: (key: string, fallback?: string) => string): TaskFormPayload {
   const rawTitle = typeof values.title === 'string' ? values.title.trim() : ''
   if (!rawTitle.length) {
@@ -176,8 +316,15 @@ export function buildTaskSubmitPayload(values: Record<string, unknown>, t: (key:
 
   const rawDescription = typeof values.description === 'string' ? values.description.trim() : ''
   const rawScheduledAt = typeof values.scheduledAt === 'string' ? values.scheduledAt.trim() : ''
+  const rawStatus = typeof values.status === 'string' ? values.status.trim() : ''
+  const status = rawStatus.length ? rawStatus : undefined
   const base: TaskFormPayload['base'] = { title: rawTitle }
-  if (typeof values.is_done === 'boolean') {
+  if (status !== undefined) {
+    base.status = status
+    // Keep is_done in sync so the deprecated todos bridge (which only carries a boolean)
+    // stays correct; the canonical interactions path uses base.status directly.
+    base.is_done = status === 'done'
+  } else if (typeof values.is_done === 'boolean') {
     base.is_done = values.is_done
   }
   base.description = rawDescription || null

package/src/modules/customers/components/detail/TasksSection.tsx

@@ -5,6 +5,9 @@ import Link from 'next/link'
 import { Loader2, Pencil, Trash2 } from 'lucide-react'
 import { Button } from '@open-mercato/ui/primitives/button'
 import { IconButton } from '@open-mercato/ui/primitives/icon-button'
+import { StatusBadge, type StatusBadgeVariant } from '@open-mercato/ui/primitives/status-badge'
+import { mapDictionaryColorToTone } from '@open-mercato/shared/lib/query/advanced-filter'
+import { useOrganizationScopeVersion } from '@open-mercato/shared/lib/frontend/useOrganizationScope'
 import { flash } from '@open-mercato/ui/backend/FlashMessages'
 import { LoadingMessage, TabEmptyState } from '@open-mercato/ui/backend/detail'
 import { cn } from '@open-mercato/shared/lib/utils'
@@ -16,6 +19,7 @@ import { formatDateTime } from '@open-mercato/shared/lib/time'
 import { TimelineItemHeader } from './TimelineItemHeader'
 import { TaskDialog } from './TaskDialog'
 import { usePersonTasks, type TaskFormPayload } from './hooks/usePersonTasks'
+import { useCustomerDictionary } from './hooks/useCustomerDictionary'
 import { useInteractions, type InteractionCreatePayload } from './hooks/useInteractions'
 import { mapInteractionRecordToTodoSummary } from '../../lib/interactionCompatibility'
 
@@ -66,11 +70,18 @@ function sortTaskSummaries(tasks: TodoLinkSummary[]): TodoLinkSummary[] {
   })
 }
 
+const STATUS_BADGE_VARIANTS = new Set<StatusBadgeVariant>(['success', 'warning', 'error', 'info', 'neutral'])
+
+function coerceStatusBadgeVariant(tone: ReturnType<typeof mapDictionaryColorToTone>): StatusBadgeVariant {
+  return tone && STATUS_BADGE_VARIANTS.has(tone as StatusBadgeVariant) ? (tone as StatusBadgeVariant) : 'neutral'
+}
+
 function buildInitialFormValues(task: TodoLinkSummary | null): Record<string, unknown> | undefined {
   if (!task) return undefined
   const values: Record<string, unknown> = {
     title: task.title ?? '',
     is_done: task.isDone ?? false,
+    status: task.status ?? 'planned',
     description: task.description ?? '',
     priority: task.priority ?? '',
     scheduledAt: task.dueAt ?? '',
@@ -114,6 +125,10 @@ export function TasksSection({
     [runGuardedMutation],
   )
 
+  const scopeVersion = useOrganizationScopeVersion()
+  const statusDictionary = useCustomerDictionary('interaction-statuses', scopeVersion)
+  const statusMap = statusDictionary.data?.map ?? null
+
   // Legacy path: usePersonTasks (default)
   const legacyResult = usePersonTasks({ entityId, initialTasks })
 
@@ -136,7 +151,7 @@ export function TasksSection({
         entityId,
         interactionType: 'task',
         title: payload.base.title,
-        status: payload.base.is_done ? 'done' : 'planned',
+        status: payload.base.status ?? (payload.base.is_done ? 'done' : 'planned'),
         priority: payload.base.priority ?? null,
         body: payload.base.description ?? null,
         scheduledAt: payload.base.scheduledAt ?? null,
@@ -151,7 +166,7 @@ export function TasksSection({
     async (task: TodoLinkSummary, payload: TaskFormPayload) => {
       await canonicalResult.updateInteraction(task.todoId, {
         title: payload.base.title,
-        status: payload.base.is_done ? 'done' : 'planned',
+        status: payload.base.status ?? (payload.base.is_done ? 'done' : 'planned'),
         priority: payload.base.priority ?? null,
         body: payload.base.description ?? null,
         scheduledAt: payload.base.scheduledAt ?? null,
@@ -482,6 +497,16 @@ export function TasksSection({
                           >
                             {title}
                           </span>
+                          {task.status ? (
+                            <StatusBadge
+                              variant={coerceStatusBadgeVariant(
+                                mapDictionaryColorToTone(statusMap?.[task.status]?.color ?? null),
+                              )}
+                              dot
+                            >
+                              {statusMap?.[task.status]?.label ?? task.status}
+                            </StatusBadge>
+                          ) : null}
                         </span>
                       }
                       timestamp={task.createdAt}
@@ -593,6 +618,7 @@ export function TasksSection({
         onSubmit={handleDialogSubmit}
         isSubmitting={isMutating}
         contextMessage={dialogContextMessage}
+        useCanonicalInteractions={useCanonicalInteractions}
       />
     </div>
   )

package/src/modules/customers/components/detail/hooks/usePersonTasks.ts

@@ -41,6 +41,7 @@ export type TaskFormPayload = {
   base: {
     title: string
     is_done?: boolean
+    status?: string
     description?: string | null
     priority?: number | null
     scheduledAt?: string | null

package/src/modules/customers/data/enrichers.ts

@@ -2,6 +2,7 @@ import type { ResponseEnricher, EnricherContext } from '@open-mercato/shared/lib
 import type { CustomerKysely } from '../lib/kysely'
 import { resolveKyselyClient } from '../lib/kysely'
 import { fetchStuckThresholdDays } from '../lib/stuckDeals'
+import { TERMINAL_INTERACTION_STATUS_LIST } from '../lib/interactionStatus'
 
 type DealRecord = Record<string, unknown> & {
   id: string
@@ -19,12 +20,6 @@ type PipelineState = {
 
 const ENRICHER_TIMEOUT_MS = 2000
 const DAY_MS = 24 * 60 * 60 * 1000
-// Mirror the canonical statuses defined in validators.ts (`interactionStatusValues`). The
-// canonical spelling is `canceled` (US, single L), not `cancelled` (UK). Misspelling this
-// here let canceled interactions slip into the open-activities count badge on the card.
-// We accept `completed` defensively too, even though `done` is the canonical "completed"
-// value in the validator, in case any legacy rows exist with the longer spelling.
-const TERMINAL_INTERACTION_STATUSES = ['done', 'canceled', 'completed'] as const
 
 function parseDate(value: unknown): Date | null {
   if (!value) return null
@@ -63,7 +58,7 @@ async function fetchOpenInteractionCounts(
     .where('organization_id', '=', organizationId)
     .where('tenant_id', '=', tenantId)
     .where('deleted_at', 'is', null)
-    .where('status', 'not in', [...TERMINAL_INTERACTION_STATUSES])
+    .where('status', 'not in', [...TERMINAL_INTERACTION_STATUS_LIST])
     .groupBy('deal_id')
     .execute()
   for (const row of rows) {

package/src/modules/customers/data/validators.ts

@@ -406,7 +406,17 @@ export const todoLinkWithTodoCreateSchema = scopedSchema.extend({
 
 // --- Interaction schemas ---
 
+/**
+ * @deprecated Interaction statuses are now dictionary-backed and tenant-configurable
+ * (the `interaction-statuses` dictionary). This frozen 3-value list is kept only for
+ * backward compatibility; it is no longer the validation source (the API accepts any
+ * `z.string().max(50)`). For open/terminal semantics use `lib/interactionStatus.ts`
+ * (`isOpenInteractionStatus` / `isTerminalInteractionStatus` / `INTERACTION_STATUS_*`);
+ * for the seeded default set use `INTERACTION_STATUS_DEFAULTS` in `cli.ts`. Do not expand
+ * this list — adding members would break exhaustive consumers.
+ */
 export const interactionStatusValues = ['planned', 'done', 'canceled'] as const
+/** @deprecated See {@link interactionStatusValues}. */
 export type InteractionStatus = typeof interactionStatusValues[number]
 
 const interactionParticipantSchema = z.object({
@@ -449,7 +459,11 @@ const interactionCreateBaseSchema = scopedSchema.extend({
   interactionType: z.string().trim().min(1).max(100),
   title: z.string().trim().max(500).optional().nullable(),
   body: z.string().trim().max(10000).optional().nullable(),
-  status: z.enum(interactionStatusValues).optional().default('planned'),
+  // Lenient like `deal_status` (status: z.string().max(50)). The `interaction-statuses`
+  // dictionary drives the UI dropdown; the API accepts any string <=50 chars so existing
+  // rows, external writers, and the dispatch-crm MCP keep working. Open/terminal semantics
+  // live in lib/interactionStatus.ts, not in this validator.
+  status: z.string().max(50).optional().default('planned'),
   date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional(),
   time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional(),
   phoneNumber: interactionPhoneNumberSchema,
@@ -516,7 +530,7 @@ const interactionUpdateBaseSchema = z
         interactionType: z.string().trim().min(1).max(100).optional(),
         title: z.string().trim().max(500).optional().nullable(),
         body: z.string().trim().max(10000).optional().nullable(),
-        status: z.enum(interactionStatusValues).optional(),
+        status: z.string().max(50).optional(),
         date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional(),
         time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional(),
         phoneNumber: interactionPhoneNumberSchema,

package/src/modules/customers/i18n/de.json

@@ -836,6 +836,8 @@
   "customers.config.dictionaries.sections.dealStatuses.title": "Deal-Status",
   "customers.config.dictionaries.sections.industries.description": "Verwalten Sie die von Unternehmen verwendeten Branchen.",
   "customers.config.dictionaries.sections.industries.title": "Branchen",
+  "customers.config.dictionaries.sections.interactionStatuses.description": "Manage the statuses available for tasks and logged interactions.",
+  "customers.config.dictionaries.sections.interactionStatuses.title": "Interaction statuses",
   "customers.config.dictionaries.sections.jobTitles.description": "Konfiguriere Positionsbezeichnungen und ihr Erscheinungsbild.",
   "customers.config.dictionaries.sections.jobTitles.title": "Positionen",
   "customers.config.dictionaries.sections.lifecycle.description": "Konfiguriere Lifecycle-Phasen, um den Fortschritt von Kunden nachzuverfolgen.",
@@ -861,6 +863,10 @@
   "customers.config.nav.customers": "Kunden",
   "customers.config.pipelineStages.deletePipelineDesc": "This pipeline and all its stages will be permanently removed. Deals assigned to it will lose their pipeline assignment.",
   "customers.config.pipelineStages.deleteStageDesc": "This stage will be permanently removed. Deals assigned to it will lose their stage assignment.",
+  "customers.config.upgradeActions.interactionStatuses.cta": "Seed interaction statuses",
+  "customers.config.upgradeActions.interactionStatuses.loading": "Seeding interaction statuses…",
+  "customers.config.upgradeActions.interactionStatuses.message": "Seed the interaction-statuses dictionary so CRM tasks and logged interactions can use the configurable status list.",
+  "customers.config.upgradeActions.interactionStatuses.success": "Interaction statuses are ready.",
   "customers.countries.ca": "Kanada",
   "customers.countries.de": "Deutschland",
   "customers.countries.es": "Spanien",
@@ -1609,7 +1615,9 @@
   "customers.interactions.load.error": "Failed to load interactions.",
   "customers.interactions.status.canceled": "Canceled",
   "customers.interactions.status.done": "Done",
+  "customers.interactions.status.in_progress": "In progress",
   "customers.interactions.status.planned": "Planned",
+  "customers.interactions.status.waiting": "Waiting / blocked",
   "customers.interactions.update.error": "Failed to update interaction.",
   "customers.interactions.update.success": "Interaction updated.",
   "customers.linking.actions.cancel": "Abbrechen",
@@ -2126,6 +2134,8 @@
   "customers.people.detail.tasks.fields.priorityPlaceholder": "0-100",
   "customers.people.detail.tasks.fields.scheduledAt": "Geplant für",
   "customers.people.detail.tasks.fields.scheduledAtPlaceholder": "Datum und Uhrzeit auswählen",
+  "customers.people.detail.tasks.fields.status": "Status",
+  "customers.people.detail.tasks.fields.statusPlaceholder": "Status auswählen",
   "customers.people.detail.tasks.fields.title": "Titel",
   "customers.people.detail.tasks.fields.titlePlaceholder": "Aufgabentitel",
   "customers.people.detail.tasks.form.customFields": "Aufgabenattribute",